Theodore Stricker
Theodore Stricker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cedarhurst, NY, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
126 Spruce St, Cedarhurst, NY, 11516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore operates under the DBAs Bernath and Rosenberg and Milvado Wealth Advisors LLC for his LPL business, dedicating full-time hours to these activities. He also engages in non-variable insurance activities, spending minimal time on them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
J.P. Turner & Company, L.L.C.Broker
Summit Brokerage Services, INC.Broker
Investors Capital CORP.Broker
Legend Equities CorporationBroker
First Allied Securities, INC.Broker
Cetera Investment Services LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Hochman & Baker Securities, INC.Broker
Cetera Financial Specialists LLCBroker
Capital Brokerage CorporationBroker
Terra Securities CorporationBroker
Schonfeld Securities, LLCBroker
On-Site Trading, INC.Broker
Spencer Clarke L.P.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.